Globant S.A. (GLOB) Q3 2024 Earnings Call Transcript Summary
Globant S.A. (GLOB) Q3 2024 Earnings Call Transcript Summary
The adjusted operating margin reached 15.6%, signifying a sequential and year-over-year improvement.The following is a summary of the Globant S.A. (GLOB) Q3 2024 Earnings Call Transcript:
以下是Globant S.A.（globant）2024年第三季度業績會問答摘要：
Financial Performance:
財務表現：
Globant reported a significant increase in revenue, reaching $614.7 million, which represents a 12.7% year-over-year growth and a 4.6% growth from the previous quarter.
The adjusted gross profit margin improved to 38.5%, up from the previous periods.
The adjusted operating margin reached 15.6%, signifying a sequential and year-over-year improvement.
Adjusted net income stood at $72.4 million, with an adjusted net profit margin of 11.8%.
Globant報告營業收入顯著增加，達到61470萬美元，同比增長12.7%，較上一季度增長4.6%。
調整後的毛利潤率提高至38.5%，較之前時期有所改善。
調整後的營業利潤率達到15.6%，表明順序和同比有所改善。
調整後的淨利潤爲7240萬美元，調整後的淨利潤率爲11.8%。
Business Progress:
業務進展：
Globant has continued its expansion into AI technology, with AI-related revenue exceeding $250 million in the first nine months of 2024, a 120% increase year-over-year.
The company secured two of its largest bookings and has shown robust growth in AI adoption among its top clients.
Strategic acquisition of Blankfactor in financial services and launch of Digital Twin Studio to boost operational capabilities.
Expansion into new geographical regions like the Middle East with groundbreaking projects like PLAY LIFE Connected Experience and the digital transformation of Stellantis & You's European dealer network.
Globant繼續向人工智能技術領域擴張，2024年前九個月的人工智能相關營收超過25000萬美元，同比增長120%。
公司獲得了兩項最大訂單，並在其頂級客戶中展示了人工智能採用的強勁增長。
戰略收購Blankfactor金融服務，並推出數字孿生工作室以增強業務能力。
擴張至中東等新地理區域，如PLAY LIFE Connected Experience等顛覆性項目，以及Stellantis & You歐洲經銷商網絡的數字化轉型。
Opportunities:
機會：
AI adoption and demand are expected to significantly contribute to revenue growth, with Globant's capabilities in AI positioned as a key growth driver.
Market expansion is evident with the company's growth in Europe and new efforts in the Middle East, such as the establishment of a new office in Riyadh.
Strategic partnerships and acquisitions, like the recent acquisition of Blankfactor, enhance service offerings in specific verticals like financial services.
人工智能的採用和需求預計將大幅促進營業收入增長，Globant在人工智能領域的能力被定位爲關鍵增長驅動因素。
市場擴張明顯，在歐洲的增長和在中東的新舉措，例如在利雅得設立一個新辦公室。
戰略合作和收購，如最近對Blankfactor的收購，提高了特定垂直領域如金融服務的服務提供。
Risks:
風險：
The need for extensive consultancy to aid companies and governments to keep up with AI advancements indicates a dependence on maintaining technological expertise and client readiness for new digital products.
對於公司和政府來說，需要進行廣泛的諮詢以跟上人工智能進展，這表明對於保持技術專長和客戶準備好接受新的數字產品的依賴。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
